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Transitioning Wealth

Ensuring that your wealth will be transferred as you desire and that your loved ones are protected can provide you with peace of mind.

If you own assets or have people who rely on you, it is a good idea to have a plan.

The more complicated your personal and financial affairs, the more important it is.

You should also review your estate plan at least once every three years and whenever your circumstances change, such as:

getting married, living with a partner, separating or getting divorced
as soon as you have children or step-children
buying real estate or other valuable assets
buying, selling or operating a business
if you have superannuation (super may not be covered by your Will)
if you have family members with special needs or children who are vulnerable
if you set up a family trust or company

Our advisers grasp the intricacies of trust and estate law, and have access to a panel of solicitors who can assist with your Estate Planning and Will preparation.

For further information or to book an obligation free appointment to discuss your circumstances:

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Tel (within Australia): 08 8221 6515 Tel (international): +61 8 8221 6515